ABOUT THE FIRM

Built to Coordinate Complexity

Intercorp Group was established to address a specific gap in the international advisory landscape — one that no law firm, bank, or specialist can fill because it requires independence from all of them.

We do not deliver services. We design the framework within which the right services can be delivered — coordinated, sequenced, and aligned with a single long-term view of what the client’s situation actually requires.

WHAT WE ARE

An Independent Coordinating Interface

Intercorp is not a law firm, a fund manager, or a service provider. It is an independent strategic advisory firm — one that sits between families and their global professional networks, providing the coherence that no individual specialist is positioned to maintain.

When highly qualified professionals are already involved — and they almost always are — the challenge is rarely the absence of expertise. It is the absence of a unified framework within which that expertise can operate without conflict, redundancy, or structural inconsistency.

Intercorp provides that framework. Acting as the single reference point that holds the full picture across advisers, jurisdictions, and time.

WHAT WE ARE NOT

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We do not transact or execute.

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We do not promote financial products or solutions.

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We do not replace existing legal, tax, or fiduciary advisers.

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We do not accept execution-driven or one-off mandates.

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We are not affiliated with any financial institution or product provider.

Our independence is not a compliance position. It is a structural design principle — the precondition for the kind of clarity our clients require.

FOUNDATION

From Institutional Rigour to Independent Stewardship.

Intercorp’s foundations trace back to senior international advisory work within global professional environments — where cross-border structuring, fiduciary discipline, and multi-jurisdictional tax strategy were developed under the demands of the world’s most complex client situations.

The defining insight from that experience was not technical. It was human: behind every structural question, there is a family navigating uncertainty. That awareness — that the human dimension is inseparable from the structural one — became the foundation of Intercorp’s philosophy and the reason it operates differently from the institutional frameworks that shaped it.

The firm was established with one purpose: to provide independent strategic counsel free from product incentives, execution bias, and jurisdictional limitation. That purpose has not changed.

INSTITUTIONAL FOUNDATIONS

Senior advisory work within Arthur Andersen — developing cross-border structuring and fiduciary disciplines within one of the world’s most demanding professional frameworks. The formative experience of learning how tax systems interact, how they conflict, and how to anticipate change rather than react to it.

THE DEFINING OBSERVATION

High-net-worth families face extraordinary complexity. What they seek most is clarity. At the time, the advisory world operated in silos — each specialist understood a piece, but no one saw the whole. Families were left as the only true integrators of their own affairs. That burden became the problem Intercorp was created to solve.

INTERCORP ESTABLISHED

Founded on a single principle: to remove the burden of structural coordination from families and give them the opportunity to engage a firm that deeply understands who they are, how they think, and what they want to preserve.

GLOBAL PLATFORM — TODAY

Operations spanning Latin America, the United States, the United Kingdom, Europe, and the Gulf — coordinating structures and investment vehicles representing more than $10 billion in multigenerational family assets across three strategic hubs.

PHILOSOPHY

Three Principles.
Every Engagement.

These are not process guidelines. They are the intellectual commitments that govern how Intercorp approaches every situation — from the first conversation to the longest ongoing engagement. They do not change with the complexity of the matter. If anything, the more complex the situation, the more rigorously they apply.

Principle 01

Context Before Structure

Understanding the origins of wealth, the evolution of ownership, and the intent behind governance before proposing any structural change. The history of a situation is not background — it is the primary source of structural insight. What has been built, how it has been built, and why it has been built the way it has: these questions precede every recommendation.

Principle 02

Coordination Over Fragmentation

Aligning advisers across jurisdictions within a single strategic framework — reducing structural inconsistency and ensuring decisions are made with full contextual clarity. The value is not in adding another specialist. It is in creating the conditions under which every specialist already engaged can do their best work in service of a coherent outcome.

Principle 03

Continuity Over Reaction

Preserving optionality and decision-making authority as circumstances evolve — rather than responding to pressure with changes that compromise long-term stability. The most important decisions are not made in a crisis. They are made over time, with the benefit of a framework that was designed to accommodate change without losing coherence.

LEADERSHIP

FOUNDER & MANAGING PARTNER

Leonardo Braune

TEP — Trust and Estate Practitioner

With over three decades of experience in international tax strategy and cross-border wealth structuring, Leonardo Braune has advised ultra-high-net-worth families across multiple jurisdictions — developing the integrated methodology that became the foundation of Intercorp Group.

His work is rooted in a philosophy that the technical and the human are inseparable: that a family’s values, governance intentions, and long-term vision must be embedded in the legal and fiscal structures that are built to serve them — not the other way around.

Recognised internationally for his contribution to cross-border advisory and fiduciary discourse, and awarded Global Wealth Structuring Pioneer of the Year at the Fluxx Awards and in the USA Today for bringing clarity to complex wealth structuring.

30+

Years in international advisory

$10B+

In multigenerational assets coordinated

“When a client comes to Intercorp, that individual is always a highly accomplished entrepreneur — someone who succeeded by achieving what many others could not. For people of that calibre to entrust us with their most consequential decisions is one of the greatest motivators of our mission.”

Leadership at Intercorp remains structured, discreet, and relationship-driven. The firm operates through a carefully selected network of senior professionals across relevant jurisdictions — none of whom are publicly named, in keeping with the confidentiality principles that govern all aspects of the advisory relationship.

Engagements begin before formal scope is agreed — through a period of mutual understanding that allows both parties to assess whether the relationship is right before the work begins.

THE BIGGER PICTURE

Wealth is the alignment between what we own, what we value, and what we choose to leave behind.

Intercorp exists to help families and founders maintain that alignment across time, jurisdictions, and structural transition. The role is not to add complexity — but to absorb it, organise it, and ensure it remains defensible over time.

A family’s philosophy becomes part of its legal and fiscal structure: the governance frameworks that promote unity, the succession plans that reflect purpose, the structures that carry values across generations as well as assets.

WHY THIS WORKS MATTERS

The next decade will demand new thinking from internationally connected families and the advisers who serve them. Global tax reform, transparency requirements, geopolitical realignment, and the accelerating pace of generational transition are reshaping the environment in which long-term structures must operate.

Intercorp’s role is to build the bridges that allow families to navigate that environment with clarity — translating regulation into reassurance, complexity into coherent structure, and strategy into lasting stewardship.

After nearly three decades, what drives this work remains unchanged: the conviction that complexity, properly organised, need not be an obstacle to clarity. It can be the foundation of it.

Begin with
Understanding

New relationships at Intercorp begin with a confidential, exploratory conversation — typically by referral. There is no obligation to proceed, and no urgency imposed. The process begins when the timing is right.

Engagements accepted by referral. All introductory discussions are confidential.